Zoho CRM Specialist

RemoteVA; Cebu City; On-site; PHP 391,000 - 614,000; Full time

Job summary

RemoteVA in Cebu City is seeking a Zoho CRM Specialist to manage CRM activities, maintain accurate customer and sales records, and streamline workflows. The role requires hands-on Zoho CRM experience and the ability to coordinate with QuickBooks and Outlook integrations.

You will monitor CRM tasks and follow-ups, assist with data organization, and ensure data synchronization across systems while working independently and communicating clearly in English.

Qualifications

• Zoho CRM experience is required.
• Experience managing CRM databases and customer records.
• Knowledge of QuickBooks is preferred.
• Experience with Microsoft Outlook integration is preferred.
• Strong attention to detail and organizational skills.
• Good written and verbal English communication.
• Ability to work independently and manage multiple tasks.

Responsibilities

• Manage and maintain records in Zoho CRM.
• Update customer, lead, contact, and account information.
• Monitor CRM activities, tasks, and follow-ups.
• Assist with CRM workflows, data organization, and reporting.
• Work with QuickBooks and assist with CRM/accounting data integration.
• Use Microsoft Outlook for email, calendar, and CRM-related activities.
• Help ensure data is synchronized between systems.
• Identify and resolve basic CRM data or integration issues.

Skills

Zoho CRM

CRM data management

Microsoft Outlook

QuickBooks integrations

English communication

Tools

Zoho CRM

QuickBooks

Microsoft Outlook

Job description

Position Overview

We are looking for a Zoho CRM Specialist to manage and support CRM activities, maintain accurate customer and sales records, and help streamline workflows. Experience with Zoho CRM is a MUST, with the ability to work with QuickBooks and Microsoft Outlook integrations being a strong advantage. Zoho CRM supports integrations with both QuickBooks and Outlook for syncing customer, financial, email, calendar, and activity information.

Key Responsibilities

• Manage and maintain records in Zoho CRM.
• Update customer, lead, contact, and account information accurately.
• Monitor CRM activities, tasks, and follow-ups.
• Assist with CRM workflows, data organization, and reporting.
• Work with QuickBooks and assist with CRM/accounting data integration when needed.
• Use Microsoft Outlook for email, calendar, contacts, and CRM-related activities.
• Help ensure information is properly synchronized between systems.
• Identify and resolve basic CRM data or integration issues.
• Maintain accurate and organized records.

Requirements

• Zoho CRM experience is a MUST.
• Experience managing CRM databases and customer records.
• Knowledge of QuickBooks is preferred.
• Experience with Microsoft Outlook is preferred.
• Familiarity with CRM integrations and data synchronization is a plus.
• Strong attention to detail and organizational skills.
• Good written and verbal English communication skills.
• Ability to work independently and manage multiple tasks.
• Willingness to learn new systems and processes.

Schedule

Monday–Friday, 9:00 AM–5:00 PM EST

Gender Preference

Any gender – candidates will be evaluated based on skills, experience, and qualifications.